The client portal
See inside your client portal.
Every client — plan or standalone booking — gets their own secure portal. No guessing what we did this week, no chasing status, no wondering who to call. Here's what's waiting inside.
Dashboard & onboarding tracker
Your week-one onboarding, step by step — each step is marked complete as it happens.
- ✓Kickoff call
- ✓30-day roadmap
- ✓Credential handoff
- ✓Shared task board
- ✓File structure
30-day roadmap
What we deliver, in what order, by what date — and what we need from you.
- Days 1–5
Onboarding complete - Days 5–10
Document baseline - Days 10–20
First deliverables - Day 30
First full review
Task board
Requested, in progress, in review, delivered — add a request yourself, we confirm the same business day.
Requested
New flyer
In progress
Submittal 2
Delivered
Kickoff
Project status
See exactly where every project stands, at a glance.
- Brand refreshIn review
- Q3 submittalsOn track
- Website buildIn progress
Weekly reports
Every Friday: what we delivered, the hours it took, what's in flight, and what's next.
- Week of Sep 15 — delivered 4 itemsPDF
- Week of Sep 8 — delivered 3 itemsPDF
- Week of Sep 1 — delivered 5 itemsPDF
Work log
Daily entries with hours by service line, reconciled against your allotment.
- Sep 18 · Submittals2.0h
- Sep 17 · Admin1.5h
- Sep 16 · Marketing3.0h
Credential vault
A secure record of every login we hold — usernames, passwords, and access — editable by you, so work never stops on a changed password. Documents and deliverables live separately under Calendar & files.
- 🔒 Google WorkspaceIn sync
- 🔒 Website hostingIn sync
- 🔒 Ad managerNeeds re-sync
Messaging
Two-way messaging with your account team — with files, right in the portal or by email.
Calendar & files
Shared calendar for due dates and events, plus a private space for your deliverables and files.
Why it matters
The portal keeps you organized and informed without a single status meeting. You always know what's done, what's in progress, what it cost in hours, and what's next — and everything we produce is in one place, yours to keep. It's the difference between hoping the work is happening and watching it happen.
Ready for your own portal?
Screens shown are illustrative examples of the live portal.